TADCX Mutual Fund

TADCX Mutual Fund

NAV$27.37
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Returns Overview

1 Month
-4.40%
3 Months
+0.69%
6 Months
+3.05%
YTD
+2.25%
1 Year
+9.28%
3 Years (annualized)
+17.28%
5 Years (annualized)
+8.60%
10 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+6.23%
vs Peers
-3.98%

TADCX Mutual Fund Performance

TADCX performance across multiple time periods: 1-month -4.40%, YTD 2.25%, 1-year 9.28%, 3-year 17.28%, 5-year 8.60%, 10-year 14.66%.

TADCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

TADCX vs another fund shows side-by-side returns. TADCX alternatives are available in the Mutual Fund Screener.